ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.34B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$31M
3
+$28.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$23.4M
5
SWKS icon
Skyworks Solutions
SWKS
+$12M

Top Sells

1
+$27.1M
2
+$24.1M
3
+$12.6M
4
APD icon
Air Products & Chemicals
APD
+$12M
5
ADM icon
Archer Daniels Midland
ADM
+$11.9M

Sector Composition

1 Financials 19.63%
2 Technology 15.11%
3 Healthcare 12.17%
4 Consumer Staples 10.03%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60.1M 1.13%
406,808
+3,932
27
$59.5M 1.12%
629,941
+4,675
28
$57.1M 1.07%
146,614
+1,323
29
$56.5M 1.06%
112,320
-45
30
$56.4M 1.06%
496,953
+5,452
31
$56M 1.05%
658,407
-46,384
32
$56M 1.05%
1,589,112
+881,255
33
$55.8M 1.04%
500,633
+3,838
34
$54.4M 1.02%
571,130
+5,398
35
$52.8M 0.99%
2,610,441
+546,647
36
$52.4M 0.98%
706,068
+7,455
37
$51.7M 0.97%
933,440
+11,249
38
$51.1M 0.96%
966,410
-10,434
39
$50M 0.94%
2,362,745
+16,699
40
$50M 0.94%
533,658
+4,746
41
$47.8M 0.9%
203,595
-51,060
42
$45.9M 0.86%
2,235,730
-22,483
43
$45.1M 0.84%
505,918
+7,211
44
$44.8M 0.84%
812,793
+6,336
45
$42.4M 0.79%
458,700
-4,000
46
$41.2M 0.77%
685,761
+9,989
47
$40.9M 0.77%
610,960
+4,540
48
$39.5M 0.74%
446,273
+3,594
49
$38.3M 0.72%
240,072
+2,397
50
$35.5M 0.66%
710,731
-7,537
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